Ken Fisher founded the company in 1979, and it is headquartered in Camas, Washington. The company serves institutions and individuals from over 40 countries and has over 2,000 employees. They have over $112 billion in assets under management.
The company provides services including portfolio management, research, trading, and wealth consulting. Its investment philosophy is based on bottom-up stock selection and a long-term perspective. Fisher Investments offers a variety of services for different types of clients, including high net worth individuals, retirement plans, and endowments.
Fisher Investments History & Services
Fisher Investments was founded by Ken Fisher in 1979. Ken Fisher is the current CEO and Chairman of the Board. The company has over 2,000 employees and offices in the United States, United Kingdom, Denmark, Ireland, and Australia.
Fisher Investments offers a variety of services to individual investors, institutional investors, and retirement plans. They offer portfolio management, financial planning, retirement planning, and estate planning services.
Investment Philosophy
Fisher Investments follows a disciplined and systematic approach to investing. Their investment philosophy is based on three core principles:
1) Global Economic Trend Impact – they believe that it is important to understand how global economic trends will impact specific investments
2)Bottom-up Analysis – they focus on analyzing individual companies rather than broad macroeconomic factors
3) Long-Term Perspective – they believe that patience is key when investing and that a long-term perspective is necessary to successful investing
Competitors
Fisher Investments’ main competitors are BlackRock, Fidelity Investments, Vanguard Group, Morgan Stanley, and Goldman Sachs.
BlackRock is the largest asset manager in the world with over $6 trillion in assets under management. The company was founded in 1988 and is headquartered in New York City. BlackRock offers a variety of services including asset management, risk management, financial analysis, and investing research.
Fidelity Investments is one of the largest investment companies in the US with over $2 trillion in assets under management. The company was founded in 1946 and is headquartered in Boston, Massachusetts. Fidelity Investments offers a variety of products and services including retirement planning, portfolio management, wealth planning, and investing research.
Vanguard Group is one of the largest investment companies in the world with over $5 trillion in assets under management. The company was founded in 1975 and is headquartered in Malvern, Pennsylvania. Vanguard Group offers a variety of products and services including mutual funds, ETFs, retirement planning, financial planning, and investing research.
Morgan Stanley is one of the largest investment banks in the world with over $1 trillion in assets under management. The company was founded in 1935 and is headquartered in New York City. Morgan Stanley offers a variety of products and services including wealth management, investment banking, asset management, retirement planning, and investing research.
Goldman Sachs is one of the largest investment banks in the world with over $1 trillion in assets under management. The company was founded in 1869 and is headquartered in New York City. Goldman Sachs offers a variety of products and services including wealth management, investment banking, asset management, retirement planning, and investing research.
Conclusion
Fischer Investments is a global investment firm that has been in business for over 40 years. They manage over $100 billion in assets and offer a variety of services including portfolio management, financial planning, and retirement planning. Their investment philosophy focuses on understanding global economic trends, analyzing individual companies, and taking a long-term perspective when making investment decisions.
While Fischer Investments has many competitors, some of their main competitors are BlackRock, Fidelity Investments, Vanguard Group, Morgan Stanley, and Goldman Sachs. All of which are large global firms with billions of dollars in assets under management.
